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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$144K +$1.07K +6 +0.8%
RIM
402
Rampart Investment Management
Connecticut
$133K +$7.83K +44 +7%
QI
403
QS Investors
New York
$123K
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$119K +$12.6K +71 +13%
NAMA
405
Nikko Asset Management Americas
New York
$114K +$107K +600 New
TCM
406
Tributary Capital Management
Nebraska
$100K +$93.4K +525 New
CLM
407
ClearBridge LLC (Maryland)
Maryland
$99K
Bessemer Group
408
Bessemer Group
New Jersey
$95K -$888K -4,989 -91%
OMCS
409
Old Mutual Customised Solutions
South Africa
$95K
CG
410
Cutler Group
California
$89K -$1.43M -8,051 -94%
BA
411
Bristlecone Advisors
Washington
$81K +$75.6K +425 New
LNB
412
Ledyard National Bank
$69K
Fuller & Thaler Asset Management
413
Fuller & Thaler Asset Management
California
$57K +$53.4K +300 New
GWM
414
Geneos Wealth Management
Colorado
$50K
GT
415
Glenmede Trust
Pennsylvania
$47K -$2.32M -13,039 -98%
National Pension Service
416
National Pension Service
South Korea
$46K +$8.54K +48 +24%
MIC
417
MU Investments Company
Japan
$42K -$8.89K -50 -19%
IA
418
IFP Advisors
Florida
$42K -$2.49K -14 -6%
WEC
419
Winslow Evans & Crocker
Massachusetts
$42K +$178 +1 +0.5%
First Manhattan
420
First Manhattan
New York
$39K
IWM
421
IHT Wealth Management
Illinois
$39K
AIM
422
Advantage Investment Management
Iowa
$38K +$35.6K +200 New
FPFS
423
First Personal Financial Services
North Carolina
$35K
Loomis, Sayles & Company
424
Loomis, Sayles & Company
Massachusetts
$31K +$28.8K +162 New
NSIM
425
North Star Investment Management
Illinois
$29K

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.